Look, you know, Datacenter revenue was $1,467 million, about 25% of the total and up 645% year over year on the new‑framework comparison; the press release frames it ‘up 233%.’ Edge was $3,663 million (up 295%) and Consumer $820 million (up 44%). Quite frankly, I call this a fundamental inflection point with a deliberate mix shift toward higher‑value customers, though the filings don’t verify that claim. A year ago Datacenter was $197 million. We'll see how it tracks.

src ▸

SNDK / Data center, up sharply - and the inflection framing

rcpt ▸

/p/p-day-20260804-sndk-src-sndk-datacenter-inflection-rotation ↗

ts ▸

2026-08-04T10:45:42.161Z